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How to Create, Populate and Print 1099-MISC

Forms

Make sure you have the correct Company open inside W2 Mate

1. Click 1099 & 1098 Recipients in shortcut

2. Click New 1099/1098 Recipient

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3. Choose Form 1099-MISC

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4. Enter New Recipient information

5. Click OK

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6. Choose 1099 & 1098 Forms in shortcuts

7. Click Select under form type

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8. Select Form 1099-MISC

9. Click OK

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10. Click Select under Recipient

11. Select 1099-MISC Recipient

12. Click OK

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13. Fill in recipient(s) amounts (for example: Rents, Royalties, etc.)

14. Click Save

Note: Repeat this step for all other recipients you have added

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15. Click Print

16. Select Recipients

17. Select copy to print

Note: To print a Recipient /Payer copy on blank paper choose the copy to print from the

drop-down menu

To print the data on the preprinted IRS red form chose Print DATA Only

18. Click OK

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19. Select the correct printer

20. Click OK